Robert Riedl is a financial advisor at Endowment Wealth Management, Inc. in Appleton, WI, holding the CFP® designation and Series 65 license, with 23 years of industry experience. He serves as Director of Wealth Management and is also a shareholder and board member at the firm. In addition to his role at Endowment Wealth Management, he holds leadership positions at affiliated firms Global Alternative Investment Management LLC and ETF Model Solutions, LLC. Endowment Wealth Management serves individual investors, retirement plans, non-profits, and institutional clients with a range of services including financial planning, portfolio management, and private fund advisory. The firm applies an Endowment Investment Philosophy to allocate assets across growth, income, and risk-managed buckets, utilizing ETFs, separate accounts, and private placements.

Christian Doule is a financial advisor with Avaii Wealth Management, LLC in Appleton, WI. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. Prior to joining Avaii in 2018, he worked for Northwestern Mutual in various roles from 2007 to 2018. Outside of advisory work, he manages Doule Noted, LLC, which handles rent payments for office space he owns. Avaii Wealth Management is an SEC-registered firm serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm combines financial planning with portfolio management, using a blend of active and passive investments as well as third-party managers, while offering additional services such as in-house tax preparation.

Jack Fischer is a Series 66-licensed financial advisor at Schaper, Benz & Wise Investment Counsel Inc with four years of industry experience. Prior to joining Schaper, Benz & Wise in 2026, he worked at Russell Investments and LPL Financial. Schaper, Benz & Wise Investment Counsel provides discretionary portfolio management and financial planning services to high-net-worth individuals, families, and institutional clients. The firm employs a research-driven investment approach with diversified equity portfolios and emphasizes principal preservation in fixed income strategies.

David Jensen is a CFP® with 19 years of industry experience, currently serving at Avaii Wealth Management, LLC since 2023. Prior to this, he spent 16 years with Thrivent Financial For Lutherans and Thrivent Investment Management. Outside of advisory roles, he is the owner of Lefty Properties, LLC, a company involved in managing commercial real estate rental activities. Avaii Wealth Management is an SEC-registered advisory firm that serves individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages approximately $603 million across nearly 1,000 client relationships and combines financial planning with portfolio management using a mix of active and passive investments, including mutual funds, ETFs, equities, and fixed income.

Timothy Landolt is a financial advisor with Endowment Wealth Management, Inc. in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has held leadership roles at Endowment Wealth Management since 2014 and is also involved with affiliated firms ETF Model Solutions, LLC and Global Alternative Investment Management LLC, where he serves in management and investment committee positions. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients, offering financial planning, portfolio management, retirement plan consulting, alternative investment advisory, private fund management, and family office services. The firm follows an Endowment Investment Philosophy that segments assets into growth, income, and risk-managed buckets, implementing strategies through ETFs, separate accounts, model portfolios, and private placements.

William Fenili is a financial advisor with Avaii Wealth Management, LLC in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and Banc One Securities Corporation. Outside of advisory work, he has been involved with Shady Oaks Mobile Home Park, LLC for over ten years. Avaii Wealth Management serves individuals, families, trusts, charitable organizations, businesses, and retirement plans, managing approximately $603 million across nearly 1,000 client relationships. The firm combines financial planning with portfolio management using a mix of active and passive investments, operates as a fiduciary, and offers additional services including in-house tax preparation and insurance product sales.

Connor Schaefer is an advisor at Landolt Securities, Inc. with a Series 66 designation and one year of industry experience. Prior to his current role, he held positions at SentryWorld, Faith Foreward, and Skyward. He also operated Schaefer Handyman Services and worked at the University of Wisconsin Stevens Point and Golf Galaxy. Landolt Securities provides investment management and consulting to individuals, trusts, estates, corporations, and other entities, with $137.8 million in regulatory assets under management as of March 31, 2026. The firm focuses on small-cap growth stocks using both short-term and long-term trading strategies and offers access to third-party asset management programs tailored to client risk tolerances.

Mark Nelessen is a financial advisor at Avaii Wealth Management, LLC in Appleton, WI, with four years of industry experience. He holds a Series 65 designation and has worked at Avaii Wealth Management since 2021. Outside of advisory work, he is a sales representative for Array Energy and also works as an independent insurance agent. Avaii Wealth Management is an SEC-registered firm serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages approximately $603 million across nearly 1,000 client relationships and combines financial planning with portfolio management using a variety of investment strategies.

Macy Strickland is a financial advisor at KOM Wealth Management Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining KOM, Macy worked at Eastern Illinois University and the University of Wisconsin, and has experience with the Kerntke Otto McGlone Wealth Management Group and Hortonville Area School District. KOM Wealth Management Group is an SEC-registered firm managing over $385 million in client assets and serves individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a continuous-monitoring investment approach using cyclical, fundamental, and technical analysis, offering a range of strategies that include trading, margin, option writing, and complex instruments, supplemented by periodic client communications beyond standard reporting.

Keith Peters is a CFP® professional with seven years of industry experience. He is currently with Mcglone Suttner Wealth Management, Inc., where he has worked since 2021, and previously worked at Kerntke Otto Mcglone Wealth Management Group and Associated Bank. In addition to his advisory role, Peters is a licensed insurance producer. Mcglone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets using customized model portfolios and offers active trading strategies within defined risk guidelines.

Shane Wiegert is a financial advisor at Schaper, Benz & Wise Investment Counsel Inc. He holds the Series 65 designation and has been in the industry since 2024. His prior experience includes roles at Principal Asset Management and various positions within the University of Wisconsin system. Schaper, Benz & Wise Investment Counsel Inc. provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, families, foundations, pension and profit-sharing plans, and corporations. The firm employs a committee-driven investment process based on in-house fundamental research and valuation techniques, offering concentrated equity portfolios and laddered fixed-income strategies.

Matthew Krueger is a CFP® with two years of industry experience, currently serving at McGlone Suttner Wealth Management, Inc. Prior to joining McGlone Suttner, he worked at Wealthspire for three years and held positions at Menasha Packaging, Costco Wholesale, and the University of Wisconsin Madison. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets and utilizes firm-designed model portfolios combined with active trading strategies to deliver customized advice.

Matthew Suttner is a financial advisor at McGlone Suttner Wealth Management, Inc. in Appleton, WI, with five years of industry experience. He holds a Series 65 designation and previously worked at AEGIS Financial and Kimberly-Clark Corp. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses. The firm manages approximately $1 billion in discretionary assets, employs firm-designed model portfolios and active trading strategies, and offers formal pension consulting alongside advisory services for emerging exposures such as cryptocurrency-linked instruments.

Mark Sprtel is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Schaper Benz & Wise Investment Counsel, Inc. since 2014. He holds Series 65 and Series 66 licenses and is based in Neenah, WI. Schaper Benz & Wise Investment Counsel, Inc. provides discretionary portfolio management and financial planning primarily to high-net-worth individuals and families, as well as institutions such as foundations and pension plans. The firm employs a committee-driven investment process with in-house fundamental research and offers a Family Wealth Counsel program that includes retirement, tax, and charitable planning, alongside fiduciary trustee advising and private foundation administration.

Samuel Winch is a financial advisor with Winch Financial in Appleton, WI, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at Winch Advisory Services LLC since 2011. Outside of finance, he owns and performs as a musician with The Lullabadeer. Winch Financial is a multi-advisor firm managing approximately $511 million for individual and high-net-worth clients, providing portfolio management, financial planning, consulting, and educational seminars. The firm uses both fundamental and technical analysis to build individualized investment policies and reviews portfolios at least quarterly.

Michael Whitehouse is a financial advisor with N.E.W. Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with N.E.W. Advisory Services, Geneos Wealth Management, and Northright Financial since 2017, following a year at SII Investments, Inc. Whitehouse is also the owner of Capital Hill Management LLC and OLDE SCHOOL OFFICE SUITES LLC. N.E.W. Advisory Services serves a diverse client base including individuals, trusts, estates, foundations, and company retirement plans, providing asset management, modular financial planning, and 401(k) consulting. The firm employs a long-term investment approach using model portfolios composed mainly of mutual funds and ETFs, with flexibility for individual securities, and offers ERISA-focused consulting and participant education.

Prateek Mehrotra is a CFA® charterholder with 23 years of industry experience. He serves as Chief Investment Officer at Endowment Wealth Management, Inc., where he is also a shareholder and board member. His prior experience includes roles at Global Alternative Investment Management LLC and ETF Model Solutions, LLC. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients, offering financial planning, portfolio management, retirement plan consulting, alternative investment advisory, private fund management, and family office services. The firm employs an Endowment Investment Philosophy that allocates assets across growth, income, and risk-managed categories using ETFs, separate accounts, model portfolios, and private placements.

Daniel Fox is a Series 65-licensed financial advisor with Endowment Wealth Management, Inc., bringing 12 years of industry experience. He is also the managing member and principal of Fox Financial Group, a financial consulting firm serving private, closely held businesses, where he dedicates most of his professional time. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients with a range of services including financial planning, portfolio management, retirement plan consulting, alternative investment advisory, and family office services. The firm applies an endowment investment philosophy that categorizes assets into growth, income, and risk-managed buckets, implementing customized portfolios through various management structures and private placements.

Cydney Mains is a financial advisor with Harbour Investments, Inc. in Appleton, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Harbour, she worked at Dreyer Wealth Management and has held various positions across multiple industries. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services with investment approaches that vary among advisers and approved third-party managers.

Robert Pencil is a CFP® with 17 years of experience in the financial services industry. He is currently with Associated Investment Services, Inc. and has previously worked at firms including Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and OneAmerica Securities. Associated Investment Services, Inc. serves individual investors as well as small corporations, trusts, estates, and charitable institutions, offering model portfolio and separately managed account programs delivered through third-party managers and its affiliate Kellogg Asset Management. The firm operates with a predominantly non-discretionary investment approach and maintains affiliations with Associated Banc-Corp and related entities, supporting integrated operational and referral services.